UTI Nifty 200 Momentum 30 Index Fund vs Kotak Nifty Next 50 Index Fund compare

Link copied to clipboard!

tortoise-icon Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Fund Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹341 Cr ₹6972 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 03 Mar 2021 10 Mar 2021
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI Nifty 200 Momentum 30 TRI
Turn Over 58.83% 36%
Expense Ratio 0.74 0.92
Manager Devender Singhal Sharwan Kumar Goyal
ISIN Code INF174KA1FX3 INF789F1AUS7
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Month -7.16% -7.78%
6 Month 9.42% 6.97%
1 Year 52.47% 46.4%
3 Year 16.63% 17.51%
5 Year - -

SIP Return Analysis

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 24.15% 18.82%
3 Year 27.76% 29.96%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Year 9.19% 19.39%
3 Year 22.16% 25.25%
5 Year - -

Risk Management

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Standard Deviation 16.66% 17.24%
Sharp 0.94% 1.12%
Beta 1.14% 1.16%
Alpha 3.77% 7.34%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Name Devender Singhal Sharwan Kumar Goyal
Total AUM ₹20480 Cr ₹27732 Cr
Fund Manage 12 8
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Others 0.47 -0.44
Large Cap 85.77 69.34
Mid Cap 14.14 31.12

Sector Allocation

Scheme Name

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Others 0.47 -0.44
Electrical Equipment 4.49 -
Pharmaceuticals & Biotechnology 2.61 -
Personal Products 6.16 -
Finance 12.95 -
Banks 5.14 -
Aerospace & Defense 8.45 -
Cement & Cement Products 3.06 -
Insurance 3.81 -
Gas 3.1 -
Consumer Durables 2.76 -
Retailing 12.67 -
Agricultural Food & other Products 1.45 -
Beverages 2.88 -
Diversified Metals 3.42 -
Petroleum Products 2.82 -
Power 5.49 -
Realty 2.36 -
Chemicals & Petrochemicals 3.69 -
Auto Components 3.5 -
Leisure Services 1.23 -
Automobiles 2.84 -
Transport Services 3.48 -
Ferrous Metals 1.55 -
Healthcare - 16.13
Construction - 8.78
Financial - 12.93
Automobile - 22.07
Capital Goods - 18.83
Consumer Staples - 2.61
Materials - 5.71
Services - 6.42
Metals & Mining - 2.42
Energy - 4.56

Top Comparisons

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

3Y Returns6.11%

VS

Mirae Asset Short Duration Fund- Regular Plan -Growth Mirae Asset Short Duration Fund- Regular Plan -Growth

3Y Returns5.46%

Compare Now

HDFC Income Fund - Growth Option HDFC Income Fund - Growth Option

3Y Returns5.1%

VS

HSBC Medium to Long Duration Fund - Regular Growth HSBC Medium to Long Duration Fund - Regular Growth

3Y Returns4.38%

Compare Now

HDFC Capital Builder Value Fund - Growth Plan HDFC Capital Builder Value Fund - Growth Plan

3Y Returns16.68%

VS

Nippon India Value Fund- Growth Plan Nippon India Value Fund- Growth Plan

3Y Returns20.17%

Compare Now

ICICI Pru Nifty50 Value 20 Index Fund - Reg (G) ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)

3Y Returns0%

VS

Canara Robeco Value Fund - Regular Plan - Growth Option Canara Robeco Value Fund - Regular Plan - Growth Option

3Y Returns19.36%

Compare Now
Request call back
Add to Cart Successfully